CFO Business Management

Focus Financial Partners•Los Angeles, NY

About The Position

The CFO, Business Management, serves as the senior finance leader and critical member of Focus’s Business Management Leadership Team. This individual will report into Finance (Focus’s CFO) and business leadership with direct finance responsibility for the Focus Business Management segment, which today includes Gelfand, Rennert & Feldman (“GRF”), but is expected to grow. Additionally, the role will entail partnering closely with other business management firms in the Focus Network to share insights and best practices. This role will oversee core finance actives and operations within GRF including planning, budgeting and forecasting, management reporting and business analysis, decision support, and client billing (including pricing). The role will partner with the leadership team to develop and support the strategy to deliver growth and value creation.

Requirements

Bachelor’s degree in finance, accounting or related field required, MBA or advanced degree preferred
15+ years of progressive experience in finance leadership roles in large organizations
Prior related experience, including operating in professional service organizations with similar business models to business management
Deep expertise in FP&A and operational finance
Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting etc.)
Proven track record of partnering with business leaders to drive and deliver results
Demonstrated success in driving process improvements, systems enhancements, and scalable finance infrastructure
Demonstrated ability to influence and partner with executive stakeholders
Attention to detail and problem-solving ability

Responsibilities

Plan, develop, organize, implement, direct, and evaluate the organization's fiscal function and performance
Serve as a key member of the business management leadership team, providing strategic financial guidance and influencing decision-making
Lead short-term and long-term financial planning and performance management
Established and maintain financial measures and KPIs to deliver insights and actionable opportunities
Provide timely and accurate analysis of budgets, financial reports, and financial trends to assist the president and other senior management in performing their responsibilities
Lead efforts to drive business and process improvement as the business grows and scales
Develop processes for client onboarding, account management and pricing, geared toward increasing profitability
Support capital allocation decisions and the evaluation and integration of M&A activity
Engage and build relationships within the business as a trusted partner, and help guide and influence outcomes
Partner and collaborate with central finance teams on core processes and ensure delivery of shared services required for the business
Ensure consistency of process, governance and controls across business management and maintain strong financial stewardship within the organization
Build, lead, and develop high-performing teams